There was a drowning in the sea: Japanese car sales fell in May.

After the turbulent April, the Chinese auto market suffered another rainy weather in May, and the gloomy atmosphere still loomed over the auto market. In May, sales in the domestic auto market continued to decline month-on-month, making people's expectations for the future auto market further lower. One of the most noticeable changes was that Japanese auto companies almost completely retreated and sales continued to decline overall. From this point of view, in addition to factors such as the impact of the state's macro-control, the impact of the Japanese earthquake on the Chinese auto market still exists, and the Japanese auto companies have been particularly affected. China's auto market is gradually drifting away from the road of rational return.

In May, the auto market continued to decline, and the Japanese system almost completely retreated. In the past May, the auto market failed to block the decline since April and continued to decline. According to the data, sales of narrow passenger vehicles in May were 853,636, which was a year-on-year increase of 2.7% and a month-on-month decrease of 5.0%. Sales of general passenger vehicles decreased by 0.3% year-on-year and 6.6% month-on-month. Among them, SUVs and micro-customers dropped significantly, decreasing by 15.5% and 14.6%, respectively, which further contributed to the continued decline in overall auto sales in May.

Looking at the Japanese system again, in the process of the overall “smoothing” of sales in the auto market in May, the Japanese system fell more clearly, and it seems that there is a tendency to “underwater underwater reefs”. In addition to Dongfeng Nissan, other Japanese car makers have not been able to find traces within 10 in the list of sales of narrow passenger car manufacturers in May. Among the top ten car manufacturers, Shanghai GM still topped the list with 92,519 cars, followed by Shanghai Volkswagen and FAW-Volkswagen with sales of 88,008 cars and 77,063 cars. FAW Toyota, Guangzhou Automobile Honda and other original Japanese "seed car prices" disappeared without a trace. Beijing Hyundai ranked fourth with 60,326 cars. The only Japanese car was Dongfeng Nissan, and the 51,591 had the fifth position.

On June 1, Toyota (China) took the lead to announce that the sales volume of new cars in China in May was 38,500, a decrease of 35% compared with the same period of last year. This is the second consecutive month that Toyota’s new car sales in China have fallen sharply year-on-year. On June 7, Honda (China) also released data that the company sold 27,204 new cars in China in May, a decrease of 31.6% from the same period of 2010, which is higher than the 22% drop of the previous month. According to relevant sources within Honda (China), the main reason for the decline in sales was the shortage of auto parts due to a major earthquake in Japan and forced production cuts.

Why Japanese car companies represented by Toyota and Honda have performed so badly in May? In addition to the above-mentioned effects caused by the earthquake and other backgrounds, we may wish to change our perspective from the sales contribution of each of its internal models.

The sales volume of the model is not to the extent that the force of the Japanese system is difficult to continue the retreat of the Japanese automakers in May. It is directly related to the sharp decline in the sales volume of the various “seed models” within the company.

FAW Toyota's monthly sales, from 51013 in March to 30,450 in April and 10,372 in May, have fallen rapidly, with a drop of 65.9% in May. Among them, the sales volume of Corolla fell for two months in a row. In May, the sales volume was only 2,000 units, a 67.6% decrease from the previous month. From 16797 units in March to 2558 units in May, the sales volume of Corolla reached a trough. In April and May, They were down 45.5% and 72.0% respectively; Vios sales were 392 in May, far lower than the 1129 in March, down by 59.8% from the previous month in May; and the RAV4 sales in the long-term leading SUV market were only 2096 in May. The number of vehicles dropped by 67.6% from the previous month.

Guangzhou Automobile's monthly sales fell from 23,441 in March to 10,746 in May, and fell 26.1% and 40.0% respectively in April and May. Among them, Camry's sales fell for the second straight month, with sales of only 5,853 vehicles in May, down 41.1% from the previous month; Yaris sales in May were 465 units, a drop of 41.4%.

The monthly sales volume of Guangqi Honda has dropped by 29.8% and 34.4% month-on-month, from 32,592 in March to 22,877 in April and 15,006 in May. Among them, the Accor sales in May were 6382, a decrease of 29.4%; Fit sales from 2838 in March to 1129 in May, April and May sales fell 29.9% and 43.3% respectively; front-fan sales by 3 The 12267 units in the month dropped to 3251 vehicles in May. The two month-on-month declines were 37.8% and 57.4% respectively. The Odyssey completed sales of 944 units in May, a decrease of 52.2% from the previous month.

The monthly sales of Dongfeng Honda fell from 26,021 in March to 12,200 in May, and fell by 21.3% and 40.4% respectively in April and May. Among them, SI Platinum Rui sales in May were 1204, a decrease of 36.9%; Civic's May sales of 5993 units, a decrease of 31.1%; the previous "SUV king" - Honda CRV, monthly sales from March 15156 It was 9882 vehicles in April and 5003 vehicles in May. In April and May, they fell by 34.8% and 49.4% respectively.

The Japanese earthquake hit Japanese cars is obvious. Some experts estimate that Japanese car manufacturers' production in China will return to normal and will take 5 to 8 months. In this blank period, whether Japanese cars can successfully reverse the current decline, let us wait and see.